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401(k) Plans

19,275 topics in this forum

  1. HCE Determination

    By Guest tjt169,
    • 1 reply
    • 1.1k views

  2. hardship withdrawals

    By Chippy,
    • 1 reply
    • 992 views

  3. Eligibility in a New Safe Harbor 401k Plan

    By Pammie57,
    • 1 reply
    • 475 views

  4. 401(k) plan from a company which was recently acquired

    By Guest DougE,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  5. 5500 deadline

    By Guest ars,
    • 1 reply
    • 1.9k views
    • Guest
    • Guest

  6. Compensation definition -- for determining HCEs and ADP testing

    By richard,
    • 1 reply
    • 2.2k views
    • Guest
    • Guest

  7. contribution limit

    By Guest,
    • 1 reply
    • 1.4k views

  8. Automatic Enrollment under SECURE 2.0

    By sb0828,
    • 1 reply
    • 358 views

  9. 1099-R Code for Qualified Disaster Recovery Distributions

    By Gruegen,
    • 1 reply
    • 879 views

  10. 401k: MAxing out pre-tax contributions and the effect on employeer con

    By Guest mowgie,
    • 1 reply
    • 1.6k views

  11. Determination Letter Question

    By Scott,
    • 1 reply
    • 1.1k views

  12. ADP refund earnings and catch-ups

    By Guest HFOSTER,
    • 1 reply
    • 2k views

  13. Top Heavy - Different Eligibility for EE vs. ER Contributions

    By Guest Ted Kowalchuk, CFP, CFS,,
    • 1 reply
    • 3.5k views

  14. Failed ADP Test: $6 refund

    By Guest notapensiongeek,
    • 1 reply
    • 1.5k views

  15. 401k loan

    By Guest melrse,
    • 1 reply
    • 1.1k views
    • Guest
    • Guest

  16. Datair Windows - Coverge Testing

    By blue,
    • 1 reply
    • 1.4k views

  17. 401k Amendments

    By Guest sally26,
    • 1 reply
    • 1.9k views
    • Guest
    • Guest

  18. HEART and Qualified Reservist Distributions

    By Guest Statler,
    • 1 reply
    • 3.5k views

  19. TPA experience with working with Guardian

    By Guest Diane DuFresne,
    • 1 reply
    • 918 views

  20. Benefits Rights & Features Test for Match

    By Rose,
    • 1 reply
    • 870 views

  21. EFTPS Payment

    By metsfan026,
    • 1 reply
    • 420 views

  22. Merger of Plans

    By Scott,
    • 1 reply
    • 1.5k views

  23. Solo 401(k)

    By Dobber,
    • 1 reply
    • 410 views

  24. Are hardship rules any different under a safe harbor 401(k) plan?

    By John A,
    • 1 reply
    • 2.3k views

  25. Are catch-up contributions limited to K plans?

    By Jed Macy,
    • 1 reply
    • 1.7k views
    • MGB
    • MGB

  26. Adding 401(k) to Profit Sharing

    By ejohnke,
    • 1 reply
    • 402 views

  27. Withdrawals from 401k beneficiary account

    By Guest Kemily,
    • 1 reply
    • 1k views

  28. Life insurance distribution from a PSP

    By Guest JohnSB,
    • 1 reply
    • 1.6k views

  29. safe harbor calculation for dentis with self employment income

    By KevinMc,
    • 1 reply
    • 1.6k views

  30. Sponsoring a SEP and 401(k)

    By austin3515,
    • 1 reply
    • 869 views

  31. Controlled Group Testing & Coverage

    By justatester,
    • 1 reply
    • 440 views

  32. Termination of Leased Employee Status

    By Guest BBowles,
    • 1 reply
    • 1.9k views

  33. Investment Change Notice Failure

    By Archimage,
    • 1 reply
    • 632 views

  34. Simple 401(k) plan ND Testing

    By Guest Sara H,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  35. Military leave- 401k loan repayments

    By Guest CMC9,
    • 1 reply
    • 2.4k views

  36. Hardship withdrawals-down payment on home

    By Guest Lonnie Tomlin,
    • 1 reply
    • 1.6k views

  37. Merger of a Money Purchase Plan with a Safe Harbor 401(k) Profit Shari

    By Guest EPC,
    • 1 reply
    • 1.5k views

  38. Discriminatory Compensation

    By Lori Foresz,
    • 1 reply
    • 1.2k views

  39. How old do you have to be?

    By K-t-F,
    • 1 reply
    • 1.2k views

  40. Distribution Code for deferrals before eligible....

    By Guest jusducki,
    • 1 reply
    • 1.3k views

  41. RMD for beneficiaries?

    By Guest Michael Anderson,
    • 1 reply
    • 1.3k views

  42. Deferral "logic" for HCE

    By SMB,
    • 1 reply
    • 1.2k views

  43. Ineligible participants

    By MBCarey,
    • 1 reply
    • 1.2k views

  44. Hardship Withdrawals

    By Guest Sara H,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  45. Vesting Schedule with Merging Plans

    By 401kAllTheWay,
    • 1 reply
    • 328 views

  46. sale of assets of corporation

    By k man,
    • 1 reply
    • 1.6k views

  47. HCE - Look back Period?

    By Guest jkrad,
    • 1 reply
    • 2.1k views

  48. Testing 2 401(k) Plans

    By wmyer,
    • 1 reply
    • 1.1k views
    • Guest
    • Guest

  49. $14,000 deferral limit

    By eilano,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  50. 401(k)/catch-up/profit sharing contributions

    By Guest babs51,
    • 1 reply
    • 1.1k views
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